12 Things to Do to Find New Tax Clients

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Are you looking to grow your tax practice this busy season? Here are some quick tips to help you attract tax prospects for your...

Four Busy Season Morale Boosters to Motivate Your Staff

Whether you live for it or dread it, tax season is upon us yet again, and it’ll soon be time to baton down the...

What You Need to Know About E-Signatures

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With so many of us moving to a #firmofthefuture business model, the use of e-signatures for Forms 8878 & 8879 are becoming more common. The Internal Revenue...

Filing Season Is HERE!

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I have had the pleasure of reading many articles and watching conversations around the new tax forms and how “easy” tax preparation will be. It...

Simplifying Tax Season for Your Desktop Clients

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As 2018 comes to a close and financial professionals begin their preparation for a busy 2019 tax season, everyone is of course trying to...

Tax Practice Management – Onboarding 1099 Clients and The Process

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As the year comes to a close, we are thinking about presents, visiting with family, and celebrating the upcoming new year. What our team is...

4 Strategies for Generating New Tax Clients During Tax Season

Tax season is typically the busiest time of year for CPAs and accountants, with many firms needing accountants to work 9-10 hours a day, 5-7 days...

Tax Practice Management – Why Does It Matter?

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Being a tax preparer, you have certain due diligence requirements for the preparation of income tax returns. The AICPA sets a minimum standard that we...

Three Reasons You Should Start Using a Client Portal

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Client portals have come a long way since they were first introduced. Revolutionary as they were, the first portals were simple tools— clunky and barely...

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Implementing the balanced scorecard strategy in your firm 

The balanced scorecard (BSC), which first began to be utilized in the 1990s (Blocher, 2022), is a holistic cost management tool that looks at...

Upcoming Webinar: Practical growth strategies you can use

Whether your firm is accounting, tax, advisory or a combination of all of the above, most firm owners want to grow their practices. But...

Your 5-step plan to recovering from the busy season

If you feel like the busy season just keeps getting harder, you are not alone. The last couple of tax seasons have been met...